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WTI fell 4.5% to $95.78, a four-day slide back below $100. First close below $100 since September 9. CNBC
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Nasdaq closed at a record 27,122, up 2.26%. First new high since June. Chip stocks surged ahead of the Trump-Xi summit. CNBC
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Trump told Fox he’s “probably open” to meeting Pezeshkian at UNGA. Six months into a war, and both sides are in the same city. Fox
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Bessent met China’s He Lifeng in New York ahead of Thursday’s Trump-Xi summit. Called it “successful.” Jensen Huang is on the state dinner guest list. CNBC
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AMD crossed $1 trillion in market cap for the first time. Fourth U.S. chipmaker after Nvidia, Broadcom, and Micron. CNBC
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Meta surged 11.4% after Muse hit 900,000 downloads in six days. The stock added $207 billion in a single session. BBG
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Trump called off airstrikes on Houthis in Yemen. Bombs were loaded onto planes before the order was reversed. Saudi Arabia had asked for the strikes. Reuters
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The White House TV pool suspended coverage after Trump banned CNN. All five networks walked out. Fox
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A projectile struck a tanker entering the Strait of Hormuz on Monday. Two crew members were injured. The vessel kept moving under its own power. AP
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Houthis are pushing to seize the Kahboub Mountains in Yemen. The heights separate the coast from Saudi-backed territory. Reuters
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Tokenization has moved beyond the pitch deck.
BlackRock launched its BUIDL tokenized fund in 2024 and expanded it across several blockchains that year. That’s a concrete example of financial assets being represented on digital networks.
For investors, it raises a useful question: where might demand grow as those networks get used?
Andy Howard’s answer centers on an asset he calls “Digital Oil.”
We’re sharing his New Money Grid presentation because it connects the tokenization story to a specific investment thesis.
Watch his case and the introduction to The Edge, his paid research newsletter. Institutional adoption is worth studying; it doesn’t guarantee a return for any particular token.
